2023 Form 5500 filing — Tubelitedenco 401(K) Profit Sharing Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250313164620NAL0020997937001) for Tubelitedenco 401(K) Profit Sharing Plan, reported by Tubelite Enterprises LLC under EIN 84-2410409 and plan number 333. It reports 339 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$772.9KReported net assets$772,869
Participants339
Provider compensation$58.1K4 Schedule C row(s)$58,093
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250313164620NAL0020997937001
- Plan sponsor
- Tubelite Enterprises LLC
- EIN
- 84-2410409
- Plan number
- 333
- Location
- Longmont, CO
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$772.9K total assets
Net assets$772.9KLiabilities$0
Full reported line items
- Total assets (EOY)
- $772,869
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $772,869
- Employer contributions
- $129,452
- Participant contributions
- $808,890
- Total income / additions
- $2,371,880
- Benefits paid
- $10,612,173
- Administrative expenses
- $62,771
- Total expenses
- $10,676,580
- Net increase / (decrease)
- -$8,304,700
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $17,129 | $0 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $16,004 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $13,960 | $0 |
| Purvis, Gray And Company, Llp | ACCOUNTANT/AUDITOR | $11,000 | not reported in the loaded dataset |